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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,883 | $53,063+103.3% | $124,206-13.1% | $82,637+30.6% |
| Participation rate | 46.2% | 58.4%-12.3pp | 69.6%-23.4pp | 68.1%-21.9pp |
| Annual return | 13.96% | 68.87%-54.9pp | 515.27%-501.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $633 | $1,530-58.6% | $3,540-82.1% | $2,552-75.2% |
| Participant deferral / active EE | $2,848 | $2,644+7.7% | $3,968-28.2% | $4,126-31.0% |
| Admin fee / account holder | $25,814 | $4,281+503.0% | $5,929+335.4% | $7,339+251.7% |